Wells Fargo
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Salaries. You can even request information on how much does Wells Fargo pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo directly from the past employees.
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69,876 Wells Fargo employees in database. Find out everything there's to know about Wells Fargo employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Employees
Decluttr and Nomis Media 2013 - July 2015
American Cancer Society 2011 - 2013
Universal McCann (Fitzgerald & Company) 2008 - 2010
GMAC Insurance 2006 - 2008
The Home Depot 2004 - 2006
Wine.com 2000 - 2003
Cyberian Outpost (Outpost.com) 1999 - 2000
Wells Fargo 1988 - 1999
Skills
Integrated Marketing, Interactive Marketing, Direct Marketing, Email Marketing, Online Marketing, Digital Strategy, Strategic Partnerships, Online Advertising, SEM, Brand Development, Strategy, E-commerce, Marketing Strategy, CRM, Analytics, Advertising, Marketing Management, Digital Marketing, Product Development, Market Research, Start-ups, Marketing, Public Relations, Segmentation, Marketing Research, Media Planning, Customer Acquisition, Direct Mail, B2B Marketing, Leadership
Education
The University of Georgia 1984 — 1988
BBA, Marketing
Emory University - Goizueta Business School
Wells Fargo Capital Finance July 2014 - Present
University Settlement Society of New York March 2015 - Present
USC Leventhal School of Accounting January 2013 - May 2014
Wells Fargo May 2013 - August 2013
USC Undergraduate Student Government August 2011 - May 2013
Merrill Lynch May 2012 - August 2012
UBS Wealth Management January 2012 - May 2012
USC Marshall School of Business October 2011 - January 2012
Wpromote May 2011 - August 2011
Smarter Social Media March 2011 - August 2011
Skills
Financial Analysis, Financial Statement..., Business Writing, Asset Backed Lending, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Public Speaking, Microsoft Word, Social Networking, Leadership, Finance
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Accounting
ESCP Europe 2012 — 2012
Interim HealthCare March 2015 - Present
Beardsley Household December 2014 - Present
Wells Fargo August 2012 - December 2014
Best Buy June 2009 - August 2013
DirectBuy, Inc. December 2005 - June 2009
Denny's October 2004 - December 2005
Tim Hortons January 2002 - October 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Satisfaction, Customer Service, Retail, Time Management
Education
Erie Community College 2010 — 2010
General Studies, N/A
Riverside Institute of Technolgy 1999 — 2003
High School, Art and Business, 12th
Wells Fargo Home Mortgage February 2015 - Present
Wells Fargo September 2013 - Present
Wells Fargo Home Mortgage July 2012 - September 2013
Wells Fargo Home Mortgage March 2010 - July 2012
Skills
Time Management, Data Entry, Team Building, Coaching
Education
Emporia State University
Wichita State University
Wells Fargo 2015 - Present
Perricone MD 2014 - 2015
LeapFrog 2013 - 2014
The Clorox Company 2010 - 2013
The Clorox Company 2008 - 2010
L'Oreal 2008 - 2008
Skills
Brand Management, Global Brand Development, Marketing Strategy, Product Development, Brand Activation, Competitive Analysis, Product Marketing, Market Research, Customer Insight, Consumer Products, Cross-functional Team..., Marketing, Trade Marketing, Market Analysis, FMCG, Market Planning, Marketing Management, Product Launch, Shopper Marketing, Brand Development, Segmentation, Marketing Research, P&L Management, Sales, Integrated Marketing, Brand Equity, Global Marketing, Strategy, Analytics, Marketing Communications, Product Innovation, Brand Architecture, Forecasting, Personal Care, Pricing Strategy, Nielsen, International Marketing, Management
Education
ESSEC - ESSEC Business School 2007 — 2008
International MBA
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
International MBA
University of Washington
Bachelor of Arts (BA)
The Fresh Market May 2013 - Present
State Bank & Trust June 2012 - October 2012
Wells Fargo July 2008 - June 2012
Express Check Advance October 2006 - July 2008
Skills
Cash Management, Accounting, Microsoft Office, Account Reconciliation, Bank Reconciliation, Retail Banking, Analysis, Employee Training, Forecasting, Customer Service, Cash Flow, Auditing, Financial Analysis, Financial Reporting, Accounts Receivable, Credit
Education
Troy University Dothan 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Enterprise State Community College 2002 — 2004
Associate of Arts (AA)
Serrano Animal and Bird Hospital August 2015 - Present
Alumni Resource Center February 2015 - June 2015
CBS Radio October 2013 - June 2014
Wells Fargo February 2012 - September 2013
Victoria's Secret October 2011 - September 2012
Geek Squad September 2009 - June 2010
Skills
Cross Selling, Sales, Filing, Collating, Cash Handling Experience, Account Management, Office Equipment, Microsoft Office, Photoshop, Teller Operations, Data Entry, Confidential Documents, Client Confidentiality, Receptionist Duties, Document Review, Compliance, Food Preparation, Food Service, Customer Service, Shipping, Management
Education
Empire College School of Business 2008 — 2009
Specialized Associates, Information Technology
Sonoma Valley High School 2001 — 2005
High School Diploma
Wells Fargo May 2014 - Present
Starbucks Coffee Company October 2006 - May 2014
Hartman Private Law, LLC August 2012 - April 2014
Oak Grove United Methodist Church October 2002 - October 2006
Apple February 2001 - July 2002
Solectron June 1998 - February 2001
US Army April 1991 - June 1998
Skills
Retail Banking, Customer Engagement, Transaction Processing, Cash Management, Fraud Detection, Loans, Lines Of Credit, Consumer Lending, Credit Cards, Regulatory Requirements, Direct Sales, Referrals, Legal Writing, Contract Negotiation, Time Management, Microsoft Office, Legal Research, Microsoft Excel, Detailed Organization, Microsoft Word, Leadership, Outlook, PowerPoint, Databases, Data Entry, Team Leadership, Public Speaking, Human Resources, Customer Service, Government, Budgets, Employee Relations, Investment Strategies, Investments, Financial Reporting, People Skills, Contract Management, Budget, Outsourcing, Asia Pacific, Small Business Lending, Banking, Commercial Lending, Financial Analysis, Finance, Sales, Customer Satisfaction, Customer Retention, Inventory Control, Licensing Negotiations
Education
Emory University - Goizueta Business School 1988 — 1990
Master of Business Administration (MBA), Finance, General, 3.3
Vanderbilt University 1983 — 1987
Bachelor of Arts (B.A.), Economics, 3.0
Emory University 2012 — 2013
Paralegal Certificate, Paralegal Studies, Continuing Education
BBVA Compass October 2014 - Present
BBVA Compass January 2014 - December 2014
BBVA Compass September 2012 - December 2013
Wells Fargo May 2011 - September 2012
Skills
Retail Banking, Loans, Credit, Anti Money Laundering, Customer Service, Finance, Financial Analysis, Banking, Commercial Lending, Relationship Management, Consumer Lending, Commercial Banking, Mortgage Banking, Credit Analysis
Education
Troy University 2010 — 2012
Bachelor of Arts (B.A.), Psychology/Criminal Justice
Enterprise State Community College 2008 — 2010
Associate of Arts (A.A.), Psychology
Ziegler February 1999 - Present
KPMG US 1997 - 1999
Wells Fargo 1995 - 1997
Scotiabank 1987 - 1995
Skills
Investment Banking, Series 7, Series 63, Series 65, Corporate Finance, Financial Analysis, Financial Modeling, Derivatives, Nonprofits, Underwriting, Writing, Valuation, Strategic Financial..., Bonds, Mergers & Acquisitions, Due Diligence, Financial Advisory, Risk Management, Business Strategy, Loans, Strategy, Structured Finance, Financial Structuring, Debt Restructuring, Finance, Credit, Executive Management, Strategic Planning
Education
Emory University - Goizueta Business School 1985 — 1987
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Emory University 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, General
1st Source Insurance & Finance October 2015 - Present
Great American Insurance & Finance February 2015 - Present
Semi Retired Entrepreneur August 2013 - February 2014
SunTrust Bank February 2013 - August 2013
Wells Fargo December 2008 - February 2013
Turfgrass America/Elsberry Greenhouse June 1988 - September 2008
Skills
Health Insurance, Life Insurance, Medicare Advantage, Term Life Insurance, Dental Insurance, Vision Insurance, Long-term Care, Medicare Prescription..., Final Expense Planning, Annuity Sales, Home health care plans, Sales, Small Business, Retail, Loans, Building Relationships, Banking, Entrepreneurship, Finance, Mortgage Lending, Leadership, Event Planning, Commercial Lending, Teaching, College Teaching, Long-term Customer..., Insurance, Team Building, Customer Service, Sales Management
Education
Wake Forest University 1972 — 1976
MS, Microbiology and Immunology
Emory University 1968 — 1972
BS Biology
Globe Financial May 2015 - Present
Self-employed November 2012 - Present
Wells Fargo November 2013 - May 2015
The CBE Group June 2009 - July 2013
Citi Mortgage/ Principal Mortgage March 2007 - June 2009
Skills
Digital Photography, Photoshop, Portrait Photography, Image Manipulation, Commercial Photography, Portraits, Adobe Creative Suite, Image Editing, Event Photography, Lightroom, Photography
Education
Emporia State University 1996 — 1999
Bachelor of Science (BS), Health Promotion
UniFirst Corporation May 2010 - Present
UniFirst Corporation May 2010 - March 2014
Parts Associates Inc. May 2009 - May 2010
South Buffalo Realty June 2006 - May 2010
Global Finance March 2006 - July 2008
HUNT Real Estate ERA 2006 - 2008
Wells Fargo April 2003 - June 2005
United States Marine Corps September 1998 - July 2002
Skills
New Business Development, Sales Management, Sales, Selling, Negotiation, Account Management, Sales Presentations, Customer Service, Cold Calling, Contract Negotiation, Marketing, Management, Team Building, Marketing Strategy, Leadership, Sales Operations, Training
Education
USMC 1998 — 2002
Diesel Technician, Diesel Mechanics Technology/Technician
Erie 1 BOCES 2002 — 2002
Office Administrator 200 Hr Certificate, Office Management and Supervision
UniFirst University 2013 — 2013
Advanced Value Selling, Specialized Sales, Merchandising and Marketing Operations
Buffalo academy for visual and performing arts 1994 — 1998
High school diploma, Radio, Television, and Digital Communication
Pre-Party LLC May 2015 - Present
Hewlett-Packard February 2015 - Present
Emory University Goizueta Business School August 2013 - January 2015
Wells Fargo June 2014 - August 2014
Bloomberg LP November 2011 - June 2013
Bank of America June 2010 - November 2011
Eureka Capital Markets, LLC January 2010 - May 2010
Morgan Stanley Smith Barney April 2009 - June 2009
U.S. Department of the Treasury January 2009 - March 2009
Hartwell Corporation June 2007 - September 2007
Skills
Financial Modeling, Internal Audit, Corporate Finance, Valuation, Financial Reporting, Banking, Auditing, DCF, Financial Risk, Risk Management, Bloomberg, Accounting, Mergers & Acquisitions, Internal Controls, Investment Banking, Finance, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Equities, Private Equity, Capital Markets, Management, Leadership, Investments, Bloomberg Terminal, Portfolio Management, Capital IQ, Hedge Funds, Economics, Due Diligence, Equity Research, Fixed Income
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Accounting, and Entrepreneurship
Pontificia Universidad Católica de Chile 2013 — 2015
University of California, Irvine 2007 — 2010
BA, Economics
National University of Singapore 2008 — 2008
Wells Fargo June 2013 - Present
Population Research Center at The University of Texas at Austin November 2012 - February 2013
Global Brigades, Inc. December 2012 - January 2013
PNC June 2012 - August 2012
Primerica July 2011 - August 2011
Lone Star College-North Harris May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Visual Basic, Event Planning, Microsoft Word, Social Media Marketing, Sales, Public Speaking, Microsoft Office, Underwriting, Financial Statement..., Credit Rating, Financial Modeling, Spanish, Finance, Fundraising, Training, Financial Analysis, Customer Service, Social Media, Data Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
ESADE Business School 2011 — 2011
BBA Exchange Program, Finance Course Work
BNP Paribas May 2015 - Present
SunTrust Robinson Humphrey January 2014 - May 2015
Wells Fargo July 2012 - December 2013
Bulgarian Stock Exchange June 2011 - July 2011
Skills
Investment Banking, Risk Management, Corporate Finance, Financial Modeling, Valuation, Bloomberg, Fixed Income, Capital Markets, Leveraged Finance
Education
Goizueta Business School, Emory University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Minor in Applied Mathematics
First English Language School, Sofia, Bulgaria 2003 — 2008
Preqin December 2014 - Present
Wells Fargo June 2013 - January 2014
Skyline Data 2014 - 2014
Fiserv June 2012 - August 2012
The Lionstone Group June 2011 - August 2011
Lumos Leads May 2011 - August 2011
TEDxEmory January 2011 - April 2011
Emory University 2010 - 2011
Google July 2010 - July 2010
Google June 2010 - June 2010
Skills
SEO, Financial Analysis, Valuation, Social Media, Social Media Marketing, Research, Microsoft Excel, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Word, Dreamweaver, Market Research, Financial Modeling, Adobe Creative Suite, Photoshop
Education
General Assembly 2014 — 2015
Front End Web Development
Emory University 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance & Real Estate, Junior
Wells Fargo August 2011 - Present
Aerosoles September 2010 - May 2011
maurices March 2009 - September 2010
ULTA Beauty January 2008 - March 2009
Skills
Customer Service, Sales, Management, Leadership, Microsoft Office, Banking, Team Building, Microsoft Word, Microsoft Excel, Marketing, Store Operations, Store Management, New Store Set Up, New Store Openings, New Store Launches, Visual Merchandising, Driving Results, Merchandising, Retail Sales, Planograms, Shrinkage, Loss Prevention, Community Outreach, Organization Skills, Recruiting, Non-profit Volunteering, Volunteer Recruiting
Education
Enterprise State Community College 1998 — 2000
Associate of Science (A.S.), Political Science and Government
EVERTEC 2015 - Present
Global Payments 2005 - 2014
American Express 1996 - 2005
Wells Fargo 1992 - 1996
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
New York University
Bachelor of Arts (B.A.)
Annona Enterprises November 2013 - June 2014
Barclays Capital June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Silicon Valley Bank June 2012 - August 2012
Ebatco May 2009 - May 2012
Wells Fargo May 2011 - August 2011
TCF Bank May 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Commercial Banking, Credit Analysis, PowerPoint, Mergers & Acquisitions, Financial Modeling, Healthcare, Private Equity, Strategy, Due Diligence, Investment Banking, Valuation, Cash Management
Education
Emory University - Goizueta Business School 2011 — 2013
Bachelor of Business Administration (BBA)
Guggenheim Partners July 2014 - Present
Wells Fargo May 2013 - August 2013
Resource Real Estate June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Tennis, Fiction Writing
Education
Goizueta Business School, Emory University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Strategic Management and Consulting, High Distinction
Morgan Stanley 2015 - Present
NAEPC 2012 - Present
Wells Fargo 2005 - 2014
Wachovia 2005 - 2009
Family Office Exchange 2002 - 2004
Merrill Lynch Trust Company 2000 - 2002
Skills
Securities, Investments, Due Diligence, Mergers & Acquisitions, Wealth Management, Asset Management, Succession Planning, Alternative Investments, Asset Allocation, Financial Analysis, Financial Services, Hedge Funds, High Net Worth..., Investment Advisory, Management, Mutual Funds, Private Equity, Wealth Management...
Education
Emory University School of Law 1989 — 1991
Master of Laws (LL.M.), Tax Law/Taxation
The University of Georgia 1988 — 1988
Juris Doctor, Law
UT El Paso 1980 — 1985
Bachelor of Business Administration (BBA), Accounting, cum laude
Financial – BB&T Company February 2012 - September 2012
TIAA – CREF August 2011 - January 2012
Life insurance & After-Tax Annuity January 2011 - August 2011
Wells Fargo October 2008 - December 2010
Convergys May 2008 - October 2008
NEWARK BOARD of EDUCATION September 2006 - February 2008
VH1 February 2007 - June 2007
MUSIC TELEVISION NETWORK February 2007 - June 2007
Education
Kean University 2005 — 2007
B.A., Communications
Essex County College 2003 — 2005
A.A, Communication
Kean University
Bachelors of Arts, Communication
Strayer University
Master of Business Administration
Bank of America October 2014 - Present
Best Buy May 2011 - Present
Grady Health System January 2014 - June 2014
Frazer Center June 2013 - June 2014
Emory University August 2011 - May 2012
Wells Fargo September 2009 - May 2011
Skills
Microsoft Applications, Highly detail oriented, Lead Others, Goal-driven leader, Efficient typing skills, Energetic team player, Energetic Self-Starter, Church Events...
Education
Emory University 2011 — 2014
Master of Divinity (MDiv), Pastoral Care, Church and Community Leadership
Hampton University 2005 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wells Fargo June 2009 - Present
Wells Fargo 2007 - 2014
Wells Fargo 2007 - 2014
Wachovia June 2007 - June 2009
Wachovia Secutities 2007 - 2009
Wachovia Secutities 2007 - 2009
Skills
Financial Modeling, Financial Analysis, Foreign Exchange, Fixed Income, Credit, Capital Markets, Bloomberg, Portfolio Management, Equities, Derivatives, Credit Analysis, Hedge Funds, Securities, FX Options, Investments
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics and Political Science
Emory University - Goizueta Business School
Wells Fargo July 2013 - Present
Wells Fargo 2012 - 2012
Aon Hewitt January 2008 - January 2010
MullinTBG 2005 - 2007
Skills
Financial Analysis, Financial Modeling, Data Analysis, Employee Benefits, Business Analysis, Project Management, Microsoft Excel, Process Improvement, Strategic Planning, Analytics, Leadership, Insurance, Investments, Analysis, Management, Business Strategy, Strategy, Deferred Compensation, Finance, Banking, Microsoft Office
Education
Goizueta Business School, Emory University 2011 — 2013
MBA Class of 2013, Finance
University of California, Los Angeles 2001 — 2005
Wells Fargo February 2015 - Present
Bank of America January 2014 - February 2014
Cloudbilt April 2013 - September 2013
Charlotte-Mecklenburg Schools October 2011 - July 2012
Chapter47 Communications September 2007 - September 2011
My Team of Experts, Inc. August 2005 - December 2010
Robot Johnson 2007 - 2010
University of Georgia June 2005 - August 2005
Skills
Media Relations, Editing, Public Relations, Social Media, Consulting, Press Releases, Facebook, Strategic Communications, Marketing Communications, Public Speaking, Internal Communications, Storytelling, Web Content, Publishing, Publications, Magazines, Marketing, Newspapers
Education
Montreat College 2014 — 2017
Master's Degree, Clinical Mental Health Counseling, 4.0
The University of Georgia 2002 — 2005
M.F.A, Dramatic Writing
Emory University 1998 — 2001
B.A, Theater Studies
Duke University TIP 1993 East Campus Term 2 1993 — 1996
Wells Fargo December 2013 - Present
Wells Fargo July 2012 - December 2013
Heavenly Cool Appliances September 2010 - June 2013
Rider University, Public Safety Department November 2008 - May 2010
Snow Bird Water Corporation September 2004 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Microsoft PowerPoint, QuickBooks, Marketing, Access, Customer Service, Time Management, Outlook, Public Speaking, Social Networking, Sales, Teamwork, Strategic Planning, Inventory Management, Training, Team Leadership, Management, Retail, Leadership Development, Coaching, Business Planning, Social Media Marketing
Education
Rider University 2008 — 2011
Accounting and Finance
Essex County College
Business Administration and Management, General
Wells Fargo July 2015 - Present
Wells Fargo May 2014 - August 2014
The Mirage December 2010 - July 2013
The Mirage December 2009 - December 2010
MGM Grand April 2007 - December 2009
MGM Grand March 2006 - April 2007
MGM Grand September 2005 - March 2006
Skills
Hotels, Front Office, Resorts, Hospitality Management, Hospitality Industry, Hotel Management, Hospitality, Revenue Analysis, Pre-opening, Property Management..., Customer Service, Micros, Rooms Division, Food & Beverage, Tourism, Guest Service Management, Opening Hotels, Yield Management, Casino, Catering, Restaurants, Banquets, Menu Development, Restaurant Management, Concierge Services, Convention Services, Meeting Planning, Six Sigma
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Concentrations in Finance and Real Estate
Muhlenberg College 2001 — 2005
B.A., Double Major: Business Administration (Managerial Finance Concentration) and Political Science
Simsbury High School 1997 — 2001
Wells Fargo 2015 - Present
The Welcome Home Group 2015 - Present
Independent 2012 - Present
Verizon Wireless 2013 - 2015
Confidential January 2013 - January 2014
Confidential 2013 - 2014
TMXFinance 2012 - 2013
TMX Finance May 2012 - October 2012
Society of Human Resource Management 2011 - 2012
Verizon Wireless July 2009 - April 2011
Skills
Recruiting, PeopleSoft, Talent Acquisition, Human Resources, Interviews, Training, Sourcing, Leadership, Employee Relations, Talent Management, Applicant Tracking..., Hiring, Employee Engagement, Organizational..., Program Management, Coaching, Internet Recruiting, Technical Recruiting, Job Fairs, Taleo, Business Strategy, Screening Resumes, Contract Recruitment, Boolean Searching, Staffing Services, Talent Scouting, Talent Pipelining, Social Recruiting, Territory..., iCIMS, Talent Recognition, Military Recruiting, Relation Management, Organization Growth, Full-life Cycle..., Management, Team Building, Sales, Onboarding, Screening, Executive Search, Financial Services, Cognos
Education
Emory University 2015 — 2015
Human Resource Certification Preparation Program
Strayer University 2010 — 2012
Master of Business Administration (MBA), Human Resource Management, 3.7 GPA
Fort Valley State University 2000 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Aldridge Connors, LLP June 2014 - Present
McCurdy & Candler, LLC May 2012 - May 2014
McCurdy & Candler, LLC March 2012 - May 2012
Wells Fargo June 2011 - November 2011
Emory University October 2009 - December 2010
Skills
Bankruptcy, Legal Assistance, Document Drafting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Customer Service, Banking, Customer Satisfaction, Management, Data Entry, Document Review, Leadership, Legal Documents
Education
Emory University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities April 2009 - Present
Wells Fargo November 2008 - April 2009
Wells Fargo July 2006 - November 2008
IBM August 2004 - January 2006
Skills
Capital Markets, Financial Analysis, Financial Reporting, Credit, Acquisition Integration, Technology..., Business Analysis, Business Strategy, Business Planning, Business Management, Business Process, Process Improvement, Process Development, Business Process Design, Partnership Development, Investment Banking, People-oriented, Internal Communications, Process Management, Process Mapping, Process Optimization, Business Process..., Capital Markets..., Compliance Management, Database Administration, Database Management, Database Development, Business Integration, Corporate Finance, Financial Structuring, Management, Mergers & Acquisitions, Banking, Analysis, Financial Modeling, Investments, Finance, Portfolio Management
Education
Georgia Institute of Technology 2002 — 2004
BS, Industrial Engineering
Emory University 1999 — 2003
BA, Economics
Wells Fargo May 2012 - Present
Budget Mortgage Corp. August 2009 - May 2012
Park Lane Capital, LLC March 2009 - July 2009
WMD Capital Markets, LLC May 2007 - February 2009
Skills
Valuation, Portfolio Management, Loans, Real Estate, Mortgage Lending, Capital Markets, Underwriting, Commercial Real Estate, Loan Origination, Analysis, Residential Homes, Commercial Mortgages, Securities, Real Estate Economics
Education
University of Southern California - Marshall School of Business 2010 — 2013
MBA, Real Estate Finance
Emory University 2002 — 2006
B.A., Sociology
Brownell-Talbot College Preparatory 1998 — 2002
United Blood Services June 2014 - Present
Insight September 2013 - June 2014
Preschool & Daycare 2000 - August 2013
Once Upon A Family 2006 - 2008
United Blood Services 1998 - 2000
Al Collins Graphic Design School 1997 - 1998
Wells Fargo May 1995 - August 1997
Western Motor July 1994 - March 1995
Skills
Customer Service, Teaching, Public Speaking, Social Media, Sales, Public Relations, Meeting new people, Creative Problem Solving, Communication Skills, Blogger, Motivational Speaking, Non-Profit Coordinator, Compassion, Birthday Party Games, Small Group..., Community Outreach, Oral & Written..., Energetic Self-Starter, Trade Shows, Teacher Training, Coaching, Community Development, Interviews
Education
Emporia State University 1989 — 1994
Bachelor of Fine Arts (BFA), Communication
University of Phoenix
Early Childhood Education and Teaching
Wells Fargo Bank December 2014 - Present
Wells Fargo Bank April 2014 - November 2014
Wells Fargo Bank April 2014 - October 2014
Wells Fargo Bank June 2013 - April 2014
Wells Fargo Bank March 2010 - May 2013
Wells Fargo September 1999 - March 2010
Comerica Bank May 1996 - August 1999
Citi 1990 - 1990
Skills
Capital Markets, Credit Analysis, Portfolio Management, Financial Modeling, Private Equity, Loans, Asset Based Lending, Mergers, Capital Structure, Leveraged Finance, Banking, Financial Analysis, Credit, LBO, Investment Banking, Alternative Investments, Financial Structuring, Commercial Lending, Due Diligence, Corporate Finance, Mergers & Acquisitions, Commercial Banking, Structured Finance, Finance, Management
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1990
MBA, Finance & Accounting
Emory University - Goizueta Business School 1983 — 1985
BBA, Finance
U.S. Trust May 2013 - Present
ECM August 2011 - April 2013
Wells Fargo March 2005 - July 2011
Wachovia January 2000 - February 2005
Wachovia Wealth January 1997 - January 2000
Skills
Alternative Investments, Asset Management, Wealth Management, Investments, Asset Allocation, Investment Management, Hedge Funds, Asset Managment, Securities, Private Equity, Risk Management, Banking, Wealth Management..., Wealth, Fixed Income, Portfolio Management
Education
Emory University - Goizueta Business School 1992 — 1994
MBA, Intl Business
Georgia State University 1978 — 1983
BBA, Finance
Wells Fargo October 2013 - Present
Federal Reserve Bank of Richmond November 2011 - September 2013
Capital One June 2011 - September 2011
MWV June 1997 - July 2010
Alcon Laboratories, Inc. June 1996 - June 1998
XEROX Corporation December 1979 - March 1995
Baxter Travenol June 1977 - June 1979
Skills
Document Management, SQL Server 2000-2008, Manufacturing Execution..., Network Engineering, Infrastructure Upgrades, Help Desk Management, ITIL, MS Office Suite, Visio, IIS 5.0/6.0, Fluent in Spanish, Workstations, Laptops, Printing Solutions, OCR, Server Administration, PostScript, HTML, Apache, Lotus Notes, SQL, Machine Design, CAD/CAM, Autodesk Software, Autodesk Vault, Manufacturing..., Plotters, 3D Printing, 3D Modeling
Education
Rochester Institute of Technology 1971 — 1974
BSET, Mechanical Engineering
Rochester Institute of Technology 1971 — 1974
BET, Mechanical Engineering Technology
Erie Community College 1969 — 1971
Associate Engineering, Mechanical Engineering
Wells Fargo December 2010 - Present
JPMorgan Chase July 2000 - December 2010
Bank of America July 1995 - July 2000
SunTrust Bank September 1979 - July 1995
Skills
Asset Allocation, Portfolio Management, Wealth Management, Investments, Series 7, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Banking, Financial Analysis, Mutual Funds, Equities, Credit, Finance
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1984
M.B.A., Finance
Emory University 1973 — 1977
B.A., Mathematics/Economics
Durham Veterans Affairs Medical Center September 2014 - Present
University of Pittsburgh at Greensburg August 2013 - April 2014
Turtle Creek Valley MH/MR Inc. June 2013 - September 2013
Mercy Behavioral Health October 2012 - May 2013
Wells Fargo January 2011 - August 2012
Maier Lumber Company August 2010 - January 2011
CSC Health Informatics Practice September 2007 - May 2010
O’Donnell, Schwartz and Anderson PC April 2007 - July 2007
Baker & Hostetler, LLP July 2006 - March 2007
MedStar Research Institute November 2005 - June 2006
Skills
Mental Health Treatment, Community Mental Health, Research, Substance Abuse..., Medical Social Work, Client Counseling, Report Writing, Case Management Services, Cognitive Behavioral..., Treatment Planning, Crisis Intervention, Psychosocial..., Harm Reduction, Planning, Plannning, Social Services, Community Outreach, Case Management, Social Media, Microsoft Office, Psychotherapy, CBT, Public Speaking, Mental Health, Nonprofits
Education
University of Pittsburgh 2012 — 2014
Masters of Social Work, Direct Practice, Mental Health
Emory University 2002 — 2005
Bachelor of Arts, Psychology
University of Cape Town
Pitzer College 2001 — 2002
Wells Fargo June 2015 - Present
Emory Intramurals August 2013 - Present
The Bryn Mawr Trust Company May 2014 - August 2014
Skills
Microsoft Excel, Bloomberg Terminal, Fixed Income Analysis, Research, Statistical Modeling, Mathematics, Spanish, Accounting, Financial Reporting, Microsoft Office
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor's Degree, Business Administration- Concentrating in Finance and Accounting
The Episcopal Academy 1998 — 2012
Wells Fargo October 2014 - Present
Evangelical Free Methodist Church Sold Out Summer June 2011 - Present
Student Activity and Academic Center September 2013 - May 2015
Management Leadership for Tomorrow July 2013 - May 2015
WHV Investment Management, Inc. June 2014 - August 2014
North American Mission Board May 2013 - July 2013
Deloitte April 2013 - April 2013
Morgan Stanley April 2013 - April 2013
Emory University Goizueta Business School April 2013 - April 2013
Kids Across America Camps July 2012 - August 2012
Skills
Leadership, Sports, Teaching, Research, Data Analysis, Community Outreach, Microsoft Excel, PowerPoint, Marketing, Curriculum Design, Conflict Resolution, Microsoft Word, Economics, Microsoft Office, Public Speaking, Business Analysis, Customer Service, Nonprofits, CRM databases
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor of Business Administration (BBA), Business Administration and Management, General; Religion
Emory University
Wells Fargo December 2014 - Present
1776 September 2014 - Present
Patron Consulting August 2013 - November 2014
American Express February 2012 - July 2013
American Express January 2011 - February 2012
American Express January 2008 - December 2010
American Express January 2004 - December 2007
American Express February 2001 - February 2004
American Express January 1999 - January 2001
American Express September 1995 - December 1998
Skills
Mobile Devices, Business Strategy, Product Management, Credit Cards, Loyalty Marketing, Marketing Strategy, Digital Marketing, SEO, Multi-channel Marketing, Analytics, Program Management, Marketing, Integrated Marketing, Segmentation, Management, Customer Insight, Business Development, Advertising, Digital Strategy, Strategic Partnerships, Customer Acquisition, Strategy, Strategic Planning, Financial Services, Team Leadership, Loyalty Programs, Leadership, Competitive Analysis, Direct Marketing, Sales, E-commerce, Portfolio Management, Customer Experience, CRM, Database Marketing, Relationship Management, Thought Leadership, Executive Coaching, Training, P&L Management, Leadership Development, Mergers & Acquisitions, Consulting
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Marketing
Emory University 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Rockland Trust July 2015 - Present
Wells Fargo August 2014 - July 2015
Citi January 2013 - August 2014
Citi March 2010 - January 2013
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Underwriting, Credit Analysis, Commercial Banking, Credit Risk, Middle Market, Credit, Analysis, Trade Finance, Banking, Financial Analysis
Education
Endicott College 2006 — 2010
Bachelor's degree, Business
Elmcroft Senior Living September 2014 - Present
Emeritus March 2013 - September 2014
Emeritus May 2012 - March 2013
Emeritus January 2011 - May 2012
Emeritus November 2009 - January 2011
Wells Fargo June 2009 - October 2009
Skills
Marketing, Event Planning, Teamwork, Communication, Organization, Employee Training, Leading Meetings, Team Building, Elder Care, Leadership, Training, Healthcare, Healthcare Management, Customer Service, Strategic Planning, Sales, Public Speaking, Hospitals, Medicare, Home Care
Education
Erskine College 2005 — 2009
Bachelor's degree, Business Marketing and Sports Management
Wren High School
Wells Fargo May 2013 - Present
Bodyshop X April 2013 - Present
American Cellular November 2010 - Present
Ross Stores, Inc. November 2008 - January 2011
Herndon Chevrolet June 2007 - November 2008
Skills
Direct Sales, Retail Banking, Personal Banking, Customer Service, Management, Training, Sales Process, Customer Satisfaction, Marketing, Microsoft Office, Leadership, Team Building, Physical Training, PowerPoint, Bodybuilding, Life Coaching, Sales, Sales Management, Microsoft Word
Education
Midlands Technical College 2013 — 2013
W.I.T.S Certified personal trainer
Erskine College 2001 — 2005
BS Business admin
Wells Fargo April 2011 - Present
Holiday Inn Express April 2009 - May 2010
Kongsberg Automotive December 2005 - November 2007
Skills
Customer Service, Public Speaking, Microsoft Office, Social Media, SQL, Leadership, Microsoft Word, Java, Microsoft Excel
Education
University of South Carolina Upstate 2008 — 2010
BS, Computer Science
Erskine College 2005 — 2007
BS, Physics
Bank of America January 2015 - Present
Bank of America November 2013 - January 2015
Bank of America January 2012 - November 2013
Bank of America September 2009 - January 2012
Bank of America June 2009 - September 2009
Bank of America July 2007 - May 2009
Booz Allen Hamilton 2006 - 2006
Wells Fargo March 1999 - June 2005
Skills
Project Delivery, Product Management, PowerPoint, Excel, Retail Banking, Bank Service Charges, Prepaid Cards, Decision Modeling, Payments, Debit Cards, Cross-functional Team..., Financial Services, Business Case Modelling, Checking Products, Microsoft Excel, Analysis, Team Leadership, Forecasting, Credit, Business Strategy, Strategy, Business Process..., Financial Analysis, Financial Modeling, Analytics, Portfolio Management, Strategic Planning
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Decision and Information Analysis
Wells Fargo July 2014 - June 2015
Coborn's Inc. July 2013 - July 2014
Family Dollar October 2012 - May 2013
Erie Community College October 2012 - May 2013
Sales Associates March 2012 - March 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, English, Windows, Research, Outlook, Teaching, Budgets, C++, Martial Arts, Communication, Sales Operations, Customer Satisfaction, People Skills, Multicultural, Time Management, Data Entry, Teamwork, Retail, Cashiering, Sales, Accounting, Telephone Skills
Education
St. Cloud State University 2013 — 2017
Bachelor's Degree and Minor to be obtained, Accounting and minor in Finance, 2.7 GPA out of 4.0
Erie Community College 2010 — 2013
Associate's Degree in Business Administration, Business in Science, 3.0
Everyday Health January 2014 - Present
Piper Jaffray July 2013 - December 2013
Piper Jaffray July 2011 - July 2013
Wells Fargo June 2010 - August 2010
Skills
DCF, Financial Modeling, Investments, Investment Banking, Healthcare, Biotechnology, Corporate Finance, Mergers & Acquisitions, Equities, LBO, Leveraged Finance, M&A experience, IPO, Analysis
Education
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration (BBA)
State Farm April 2012 - Present
Wells Fargo March 2010 - April 2012
KSLC Marketing November 2008 - March 2009
The Building Firm / DeckWright October 2007 - December 2008
Skills
Account Management, Customer Service, Commercial Lending, Budgets, Financial Analysis, Financial Modeling, Leadership, Loans, Marketing Strategy, Microsoft Excel, Microsoft Office, Project Management
Education
Emory University 2001 — 2005
Bachelor of Arts (BA), Economics
Metromile August 2015 - Present
Zenefits April 2015 - August 2015
PT Risk Management Insurance Services, Ltd. June 2014 - April 2015
Wells Fargo February 2013 - March 2014
Wells Fargo August 2011 - February 2013
Bonnie Barret Gardens April 2003 - August 2011
US Bank February 2011 - July 2011
Lawrence Parks and Recreations October 2008 - March 2011
Mutual of Omaha January 2010 - May 2010
KU Medical Center May 2002 - August 2003
Skills
Sales Operations, Outbound Sales, Customer Relations, Employee Training, System Integration..., Account Management, Analysis, Coaching, Contract Negotiation, Cross-functional Team..., Customer Service, Leadership, Management, Microsoft Office, New Business Development, Process Improvement, Program Management, Sales, Strategic Planning, Time Management, Training, Vendor Management, Insurance, Risk Management, Call Centers, Employee Benefits
Education
University of Kansas 2008 — 2010
Bachelor of Science, Finance
Emporia State University 2006 — 2008
Wells Fargo August 2005 - Present
Italian Charms June 2002 - September 2004
Macy's April 2000 - October 2002
Skills
Loans, Mortgage Lending, Loan Origination, Mortgage Banking, Credit Analysis, Commercial Lending, Refinance, FHA, Finance, Underwriting, Financial Analysis, Residential Mortgages, Consumer Lending, Investments, Small Business Lending
Education
Empire College School of Business 2012 — 2013
Business Office Administraitive Certificate, Business Administration and Management, General
Santa Rosa Junior College 2003 — 2006
FdeVries Consulting - Project Management and Agile - Scrum Instruction September 2008 - Present
Verizon Enterprise Solutions April 2014 - July 2014
NTT DATA Corporation February 2014 - April 2014
CarMax August 2013 - February 2014
Capital One May 2012 - August 2013
Wells Fargo March 2012 - May 2012
Prudential Annuities August 2011 - January 2012
Wells Fargo January 2010 - July 2011
Verizon November 2009 - January 2010
Capgemini July 2007 - January 2009
Skills
Program Management, PMP, Project Management, Technical Architecture, Software Deployment, PMO, SDLC, Project Portfolio..., Vendor Management, Software Project..., IT Management, Resource Management, Business Analysis, Project Delivery, Business Requirements, Enterprise Architecture, Software Documentation, MS Project, Team Building, Integration, Project Planning, SharePoint, Visio, Change Management, Requirements Analysis, Data Center, Risk Management, IT Strategy, Business Process, Microsoft Project
Education
Erasmus Universiteit Rotterdam 1977 — 1985
Masters, Economics, Business Admnistration
Erasmus University Rotterdam 1977 — 1985
Master's degree, Economics
U.S. Court of Appeals, 11th Circuit August 2015 - Present
Emory University School of Law January 2015 - June 2015
Emory University School of Law March 2014 - April 2015
Stites & Harbison May 2014 - July 2014
Emory University School of Law January 2014 - June 2014
Stites & Harbison May 2013 - August 2013
Content Writer July 2010 - April 2012
Wells Fargo September 2004 - February 2006
Education
Emory University School of Law 2012 — 2015
Juris Doctor (J.D.), with honors
University of Central Florida 2001 — 2008
BA, Legal Studies, General
Wells Fargo July 2014 - Present
White & Case October 2012 - July 2014
Hall Capital Partners, LLC July 2007 - July 2009
Nevro Corp October 2006 - June 2007
Skills
Venture Capital, Data Analysis, Market Research, Due Diligence, Financial Modeling, Business Strategy, Legal Writing, Corporate Finance, Mergers & Acquisitions, Strategy, Management Consulting, Westlaw, Private Equity, Legal Research, Valuation, Start-ups, Entrepreneurship, Litigation, Finance, Competitive Analysis, Patents, Financial Analysis, Analysis, Portfolio Management, Joint Ventures, Intellectual Property, Licensing, Investments, Copyright Law, Corporate Law, Corporate Development, Investment Banking, Trademarks, Emerging Markets, Business Development, Trademark Infringement, Analytics, Contract Negotiation, Corporate Governance
Education
Emory University School of Law 2009 — 2012
JD
Stanford University 2002 — 2006
BA, Human Biology
Wells Fargo 2013 - Present
Bank of America Merrill Lynch 2005 - 2012
Skills
Banking, Finance, Loan Origination, Real Estate Economics, Real Estate, Credit, Financial Analysis, Due Diligence, Underwriting, Credit Risk, Portfolio Management, Asset Management
Education
Emory University
Bachelor of Arts (B.A.)
University of Baltimore School of Law
Doctor of Law (J.D.)
Gwinnett County District Attorney ApprenticeGwinnett County District AttorneyAugust 2015 - Present
Emory University School of Law June 2014 - May 2015
Cobb County District Attorney May 2014 - May 2015
Emory International Law Review March 2014 - March 2015
Emory University May 2013 - August 2014
Lambda Legal May 2013 - August 2013
Wells Fargo April 2011 - July 2012
Skills
Westlaw, Legal Writing, Legal Research, Lexis, Legal Assistance, Legal Issues, Research
Education
Emory University School of Law 2012 — 2015
Doctor of Law (JD), With Honors
Roosevelt University 2006 — 2010
Bachelor of Music (B.M.), Vocal Performance
Wells Fargo August 2012 - Present
Starbucks August 2010 - March 2011
The Citizen's National Bank July 2006 - January 2011
Skills
Customer Experience, Stata, Microsoft Office, Team Leadership, Photoshop, Final Cut Pro, Online Databases, Cash Handling Experience, Customer Service, Retail Banking, Data Analysis, Economics, Econometrics, Presentation Development
Education
Emory University 2010 — 2012
Bachelor of Arts (B.A.), Economics
University of Miami
Harrod Properties August 2013 - Present
Omega Performance June 2012 - August 2013
Focus Management Group September 2008 - June 2012
Crescendo LLC September 2004 - December 2007
Wells Fargo September 2000 - September 2004
Wachovia Bank June 1985 - September 2000
Skills
Commercial Lending, Corporate Finance, Loans, Credit Analysis, Credit, Restructuring, Portfolio Management, Asset Managment, Finance, Asset Management, Real Estate, Investment Properties, Banking, Financial Services, Commercial Real Estate, Strategy, Management Consulting, Financial Modeling, Financial Analysis, Executive Management, Real Estate Development, Financial Structuring, Investments, Risk Management, Commercial Banking, Credit Risk, Real Estate Economics, Commercial Mortgages, Business Planning, Cash Flow, Business Strategy, Loan Origination, Real Estate Financing, Financial Reporting, Negotiation, Cash Flow Forecasting, Turn Around Management, Business Development, Management, Due Diligence, Underwriting
Education
Emory University - Goizueta Business School 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo May 2015 - August 2015
InstaEDU February 2014 - May 2015
Standish Management, LLC May 2014 - August 2014
SummerAde April 2008 - May 2014
Skills
PowerPoint, Microsoft Office, Social Media, Facebook Marketing, Financial Economics, Microsoft Excel, Investment Banking, Financial Accounting, Health Economics, Biotechnology
Education
Emory University 2012 — 2016
B.A., Behavioral & Financial Economics, GPA 3.96
The Branson School 2008 — 2012
Capital One July 2012 - Present
Oxford Finance LLC January 2011 - July 2012
Kurt Salmon January 2010 - January 2011
Wells Fargo June 2008 - December 2009
FirstLight Financial Corporation May 2007 - June 2008
GE Capital June 2002 - May 2007
Lifespan / Physicians PSO December 1998 - August 2000
Partners Healthcare System December 1996 - December 1998
Education
Emory University - Goizueta Business School
MBA, Finance
Johns Hopkins University
MHS, Public Health - Healthcare Finance
University of Chicago
BA, Biology / Psychology
Pittsford Mendon High School
EY June 2014 - Present
TrueBridge Resources, A North Highland Company February 2014 - May 2014
Wells Fargo March 2005 - February 2014
Various Search/Retained Search Firms January 1996 - January 2005
University of North Carolina - Charlotte 2000 - 2005
Skills
Business Development, Technical Recruiting, Talent Management, Human Resources, Program Management, Training, Financial Services, Start-ups, Internet Recruiting, Strategy, Banking, Executive Search, Portfolio Management, Sourcing, Analysis, Management, Talent Acquisition, Risk Management, Business Analysis, Hiring, Strategic Planning, Research, Time Management, Recruiting, Project Management, Business Strategy, Applicant Tracking..., Leadership, Performance Management, CRM, Vendor Management, Leadership Development, Finance, Executive Management, Consulting
Education
Wingate University
BS, Business Administration: Economics, Magna Cum Laude
Pfeiffer University
MBA
ESSEC Business School
Economics
Wells Fargo May 2013 - Present
KeyBank July 2008 - May 2013
Skills
Relationship Management, Wealth Management, Business Relationship..., Sales Management, Account Management, Investments, Sales Process, Sales, New Business Development, SBA, Small Business Lending, Strategic Financial...
Education
University of Washington, Michael G. Foster School of Business 2013 — 2015
Pacific Coast Banking School
Seattle University 2005 — 2007
Master of Business Administration (M.B.A.)
Emory University 1998 — 2002
BA, Spanish/Psychology
DNA Motor Lab, LLC June 2010 - Present
FLYSCOOTERS June 2007 - December 2010
JPMorgan Chase April 2006 - June 2007
JP Morgan Chase 2005 - 2006
Wells Fargo 2003 - 2006
Wells Fargo 2003 - 2005
Skills
Small Business, Operations, Distribution, Management, Strategic Planning, Customer Service, Leadership, Marketing Strategy, Sales, Business Development, Team Building, Project Management, Marketing
Education
Emory University 1999 — 2002
BBA, Operations/Consulting/Marketing
Emory University - Goizueta Business School 1999 — 2002
BBA, Consulting/Management/Marketing
CertusBank November 2014 - Present
Wells Fargo October 1994 - November 2014
Wells Fargo 2003 - 2005
Skills
Banking, Management, Customer Service, Teamwork, Retail Banking, Risk Management, Sales, Financial Services, Training, Leadership, Teaching, Microsoft Excel, Project Management, Mentoring, Excel, Community Outreach, Team Building, Vendor Management, Loss Prevention..., Fraud Prevention, Internal Audit, Cash Management, Business Continuity..., Financial Analysis, Portfolio Management
Education
Emory University 1999 — 2002
Master of Divinity (M.Div.)
University of Florida 1992 — 1994
BA, English, Education
Wells Fargo April 2015 - Present
Bank of America April 2013 - April 2015
Bank of America July 2011 - March 2013
Bank of America June 2008 - July 2011
Bank of America May 2007 - August 2007
Jackson Spalding May 2004 - August 2006
JWT New York (J. Walter Thompson) August 2002 - April 2004
Skills
Management, Competitive Analysis, Strategy, Marketing Strategy, Marketing, Analytics, Market Research, Cross-functional Team..., Strategic Planning, Product Management, Integrated Marketing, Marketing Communications, Brand Management, Business Development, Digital Marketing, Segmentation, Portfolio Management, Agile Methodologies, Business Process...
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Marketing, Management
Vanderbilt University 1998 — 2002
BA, Communications Studies; Psychology
GACS
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage May 2010 - January 2013
Wells Fargo May 2008 - May 2010
Skills
Mortgage Lending, Business Process..., Change Management, Team Building, Team Leadership, Leadership, Business Analysis, Financial Services, Requirements Gathering, Process Consulting, Cross Functional Team...
Education
University of Colorado Denver 2002 — 2005
MBA, Change Management
Emory University - Goizueta Business School 1996 — 2000
BBA, Management and Marketing
Wells Fargo July 2011 - Present
Collabera June 2009 - June 2011
Lando Realty Inc June 2008 - May 2009
HSBC France October 2002 - April 2008
Steria Group October 1997 - September 2002
Skills
Project Management
Education
EPITA: Ingénierie Informatique 1991 — 1995
Computer Systems Networking and Telecommunications
Wells Fargo May 2012 - Present
Wells Fargo February 2011 - June 2012
Wells Fargo May 2008 - February 2011
Wachovia June 2007 - May 2008
Wells Fargo July 2004 - June 2007
Wells Fargo June 1998 - June 2004
Skills
Program Management, Workforce Planning, Change Management, Performance Management, Cross-functional Team..., Business Process..., Employee Relations, Banking, Organizational..., Talent Acquisition, Process Improvement, Leadership, Financial Services, Recruiting, Management, Employee Benefits, Mergers & Acquisitions, Strategy, Training
Education
Emory University 1982 — 1986
Bachelor of Science (B.S.), Economics and Political Science
Pebblebrook
Emory University 2014 - Present
Grant Thornton May 2006 - October 2008
Wells Fargo January 2005 - May 2006
GMAC-RFC June 2004 - August 2004
Education
Emory University 2012 — 2013
Master's Degree, Emergency/Family Nurse Practitioner
Emory University 2011 — 2012
Bachelor's Degree, Accelerated BSN
Iowa State University - College of Business 2000 — 2004
Bachelors of Science, Finance
The University of Georgia 2002 — 2003
Finance
Wells Fargo March 2007 - Present
Wells Fargo - Institutional Retirement and Trust 2007 - Present
TIAA-CREF October 2005 - March 2007
Bank of America September 2002 - October 2005
Fidelity Investments August 1995 - September 2002
Skills
Cross-functional Team..., Strategy, Program Management, Outsourcing, Marketing Strategy, Product Management, Business Development, Management, Marketing, Sales
Education
Emory University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Newton North High School 1985 — 1989
Wells Fargo September 2014 - Present
Miami Bayside Foundation March 2011 - Present
Brightstar May 2013 - August 2014
Continental National Bank of Miami November 2011 - May 2013
OUR MicroLending, LLC April 2010 - December 2010
International Risk Consultants September 2007 - September 2008
International Risk Consultants January 2006 - September 2007
Skills
Credit Analysis, Asset Based Lending, Small Business Lending, Loan Origination, Trade Credit Insurance, Export-Import, Commercial Real Estate..., Certified Anti-Money..., International Trade, Accounts Receivable, Collections, Factoring, Forfaiting, Claims Management
Education
University of Denver 2005 — 2009
MA, Global Trade, Finance & Economic Integration
Emory University 1999 — 2002
BA, Spanish / Latin American & Caribbean Studies
Accomack-Northampton Housing Authority August 2007 - Present
CCCS of MD & DE 2006 - 2007
Wells Fargo 1998 - 2005
Skills
Nonprofits, Credit, Fundraising, Event Planning, Community Outreach, Community Development, Grant Writing, Workshop Facilitation, Leadership, Volunteer Management, Grants
Education
Essex Community College
Wells Fargo August 2011 - Present
Wells Fargo Bank March 2010 - September 2011
Wachovia March 2007 - March 2010
Exervio Management Consulting March 2005 - March 2007
Lowe's May 2004 - March 2005
Bank of America August 1999 - August 2002
Skills
Strategy Development, Process Improvement, Change Management, Strategic Planning, Retail, Business Process..., Banking, Management Consulting, Business Strategy, Operations Management, Competitive Analysis, Strategy, Business Development, Business Planning, Financial Analysis, Leadership, CRM, Management, Finance, Marketing, Project Planning, Financial Services
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Strategy and Organizational Development
Wake Forest University 1995 — 1999
BS, Business
HUB International 2014 - Present
Alliant 2009 - March 2014
ARC South, LLC 2007 - 2008
Aon 2003 - 2007
Wells Fargo 2001 - 2003
Piper Jaffray 1997 - 2001
Skills
Insurance, Healthcare, Mergers, Financial Modeling, Private Equity, Real Estate, Accounting, Corporate Finance, Excel, Underwriting, Due Diligence, Valuation
Education
Emory University - Goizueta Business School 2008 — 2009
MBA, Business, Finance
University of Minnesota-Duluth 1993 — 1997
Bachelors Degree, Accounting
Major Global Retailer 2011 - Present
Major Global Retailer 2008 - 2010
Major Global Retailer 2002 - 2009
Major Global Retailer 1997 - 2002
Wells Fargo 1986 - 1995
Skills
Data Warehousing, Data Warehouse..., Data Quality, Data Architecture, Data Modeling, Teradata, TRLDM, Oracle 9i, Hadoop, Big Data, Retek, RMS, ReSA, RPM, Retek planning, ReIM, RDW, Oracle E-Business Suite, Data Integration, Cognos, Master Data Management, Business Intelligence, Microstrategy, Datastage, ETL, OLAP, Essbase, Erwin, Model Manager, i2 Demand Planner, Project Planning, Systems Analysis, MicroStrategy, Software Development, Requirements Analysis, Business Analysis, Enterprise Architecture, SDLC, DataStage
Education
Florida Atlantic University
BA, Communication, Cinema Studies, 3.8
Emory University
N/A, German, Mathematics, 3.7
Wells Fargo June 2011 - Present
Wipro Consulting July 2009 - June 2011
Wells Fargo & Company October 2006 - April 2008
Bank of America July 2004 - September 2006
Intelliworks December 2003 - June 2004
Skills
Business Strategy, Certified Treasury..., Ethnography, Treasury Management, CRM, Product Management, Business Analysis, Commercial Banking, Financial Analysis, Portfolio Management
Education
Emory University 2008 — 2009
MBA, Strategy, General Management
GEORGIA INSTITUTE OF TECHNOLOGY 1999 — 2003
B.S, Business Management; Marketing
Keller Williams Realty Charleston January 2014 - Present
Wells Fargo October 2012 - January 2014
Coldwell Banker United, REALTORS May 2008 - September 2012
Weichert Realtors Dean-Kelby February 2007 - May 2008
Skills
Real Estate, Investors, Luxury, Sellers, Investment Properties, Short Sales, Foreclosures, REO, First Time Home Buyers, Relocation, Buyer Representation, Condos, Residential Homes, Leadership, Referrals, Real Estate Transactions, Listings
Education
Erskine College 2000 — 2004
B.A., Pychology/Family Studies
Erskine College 2000 — 2004
Wells Fargo Securities January 2013 - Present
Wells Fargo December 2011 - January 2013
ING May 2011 - December 2011
Skills
Credit Risk, Financial Modeling, Credit, Banking, Valuation, Financial Analysis, Investment Banking, Bloomberg, Corporate Finance, Investments, Equities, Fixed Income, Finance, Due Diligence, Economics, Business Analysis
Education
Emory University - Goizueta Business School 2009 — 2011
Bachelor of Business Administration, Finance
Emory University 2008 — 2011
Bachelor of Business Administration, Finance
Wells Fargo March 2012 - Present
Wells Fargo Bank November 2007 - March 2012
Wells Fargo Bank April 2007 - November 2007
Household International November 2005 - March 2007
Baltimore Gas & Electric November 1975 - November 2005
Skills
Quality Assurance, Six Sigma, Process Improvement, Risk Management, Cross-functional Team..., Project Management, Internal Audit, Business Process..., Program Management, Leadership, Banking, Performance Management, Business Process, Management
Education
Loyola University Maryland 2001 — 2003
MBA, Business Administration
The Johns Hopkins University - Carey Business School 1995 — 1998
BS, Business Administration
Essex Community College 1990 — 1995
AA, Business
MetLife March 2014 - Present
Wells Fargo November 2005 - March 2014
InterNet Services November 2000 - July 2005
Stringer & Company April 1999 - July 2000
Commonwealth Creative Associates March 1997 - April 1999
Commonwealth Creative Marketing 1997 - 1999
Doremus November 1979 - February 1994
Skills
Digital Marketing, Marketing Communications, Merchandising, Print Production Process, Creative Solutions, Project Management, Internet Banking, Team Management, Product Management, Marketing, Banking, Cross-functional Team..., Management, Advertising, Strategic Planning, Budgets, Relationship Management, Negotiation, Trade Shows, Vendor Management, Financial Services, E-commerce, Process Improvement, Program Management, Team Leadership, Customer Experience, Account Management, Business Strategy, CRM, Leadership, Project Planning, Strategy, Team Building
Education
Endicott College
Associate of Science (A.S.), Advertising/Business
Needham High School
Wells Fargo March 2010 - Present
Habersham Bank June 2006 - February 2010
Skills
Commercial Lending, Credit, Credit Analysis, Commercial Banking, Banking, Loans, Finance, Capital Markets, Lines Of Credit, Financial Analysis, Asset Based Lending, Loan Origination, Risk Management, Underwriting, Portfolio Management, Financial Risk, Cash Flow, Credit Risk, Cross Selling, Asset Management, Cash Management, Treasury Management
Education
Piedmont College 2002 — 2006
Emory University - Goizueta Business School
2015 - 2018 (expected)
Wells Fargo March 2013 - Present
Wichita Children's Home June 2013 - Present
Fellowship of Christian Athletes June 2013 - Present
GE Capital October 2011 - March 2013
GE Capital Government Finance, Inc. May 1998 - September 2011
Koch Financial Corporation May 1992 - May 1998
Koch Industries January 1991 - May 1992
INTRUST Bank July 1990 - January 1991
Skills
Food, Credit, New Business Development, Corporate Finance, Manufacturing, Aerospace/Defense, energy, Oil/Gas, Budgets, Business Development, Capital Markets, Credit Analysis, Due Diligence, Finance, Financial Services, Investments, Loans, Operations Management, Process Improvement, Program Management, Financial Analysis, Energy, Treasury Management, Commercial Banking, Commercial Lending
Education
Emporia State University 1986 — 1990
BSB, Finance and Accounting
McPherson High School 1983 — 1986
HSBC July 2014 - Present
Wells Fargo February 2011 - October 2013
Capital One June 2009 - January 2011
Citigroup March 2003 - July 2008
CitiCapital 2003 - 2008
Citigroup September 2001 - February 2003
Citigroup October 1999 - August 2001
Skills
OFAC, Financial Risk, KYC, Privacy Law, AML, Risk Management, Finance, Management, Business Process, Banking, Governance, Securities, Credit Cards, Fraud, Operational Risk, Internal Audit, Credit, Corporate Governance, Operational Risk..., Financial Services, Budgets, Project Management, Portfolio Management, Leadership, Strategy, Strategic Planning, Training, Program Management, Retail Banking, Internal Controls, Analysis, Sarbanes-Oxley Act, Financial Regulation, Financial Institutions, Enterprise Risk..., Anti Money Laundering, Risk Assessment
Education
ESSEC - ESSEC Business School 1976 — 1980
ESSEC Grande Ecole, Management, ESSEC Grande Ecole Graduate Studies Degree
Credit Suisse September 2014 - Present
SunTrust Robinson Humphrey July 2012 - September 2014
Wells Fargo February 2011 - July 2012
Cooper Lighting January 2010 - March 2011
Cooper Lighting September 2006 - December 2009
Cooper Power Systems February 2004 - September 2006
Cooper Tools August 2002 - February 2004
Cooper B-Line July 2001 - August 2002
Skills
Manufacturing, Six Sigma, Financial Modeling, Risk Management, Quality Assurance, Energy, Cross-functional Team..., Competitive Analysis, Business Strategy, Process Improvement, Forecasting, Strategy, Financial Analysis, Strategic Planning, Business Development, Project Management, Business Process..., Mergers & Acquisitions, Product Management, Pricing, Negotiation, Analysis, Management, Budgets, Due Diligence
Education
Emory University - Goizueta Business School 2007 — 2010
M.B.A., Finance
Michigan State University 1997 — 2001
B.S., Mechanical Engineering
Wells Fargo August 2014 - Present
Wells Fargo January 2014 - Present
Relished January 2014 - Present
Wells Fargo May 2011 - January 2013
First Team Real Estate August 2008 - September 2009
Skills
Mortgage Lending, Private Banking, Retirement Planning, Wealth Management, Home Equity, Investments, Small Business Lending, Management, Retail Banking, Sales Management, Fashion, Styling
Education
Emory University
Economics, Finance
Expert Moving January 2001 - Present
Wells Fargo July 2010 - July 2013
BNI 2007 - 2012
Creekside Funding October 2007 - November 2009
Flaherty Funding Corporation October 2007 - June 2009
Skills
Customer Service, Supplies, Local Residential Moving, Box Packing/Moving..., Residential Homes, Real Estate, Local Office/Commercial..., Moving Supplies and...
Education
Erie Community College 2000 — 2002
Associate's degree, Business Administration
Lassen College 1999 — 2000
Business Administration
Wells Fargo January 2012 - January 2013
CredAbility December 2009 - June 2011
Consumer Credit Counseling Service September 2008 - December 2009
Skills
Microsoft Word, Microsoft Office, Public Speaking, Non-profits
Education
Emory University 2008 — 2008
Certfication, Paralegal Studies
Spelman College 2003 — 2007
Bachelor of Arts, Psychology
Wells Fargo Bank 2009 - Present
Wells Fargo Bank January 2000 - Present
Wells Fargo 2000 - Present
First Data Payment Services April 2006 - July 2007
SunTrust Bank July 1984 - January 2000
Skills
Treasury Services, Relationship Management, Commercial Banking, Banking, Treasury Management, Cash Management, Working Capital..., Liquidity Management, Commercial Lending, Payments
Education
Emory University 1978 — 1981
"ABD" Ph.D. Program, European History; Early Anerican History
University of Tübingen 1977 — 1978
Non-degree program, German Literature, History, Latin
University of South Alabama 1974 — 1977
BA, summa cum laude, History, English, German
Wells Fargo Capital Finance March 2013 - Present
Belk 2012 - 2013
Bank of America 2012 - 2012
Union Bank 2011 - 2012
Wells Fargo 2009 - 2010
Wachovia, A Wells Fargo Company 2007 - 2009
Wachovia, A Wells Fargo Company 2007 - 2007
Scottish Re 2006 - 2007
Wachovia, A Wells Fargo Company 2005 - 2006
Wachovia, A Wells Fargo Company 2004 - 2005
Skills
Vendor Management, Business Analysis, Program Management, SDLC, Project Management, Process Improvement, Visio, Business Intelligence, PMO, Change Management, Project Planning, Business Process..., SharePoint, Risk Management, Strategic Planning, MS Project, Software Project..., Requirements Gathering, Leadership, Manufacturing, Merchandising, Radio Broadcasting, Film Production, Broadcast Journalism, Financial Services, Energy, Art History, International Business, Global Management, Product Management, Portfolio Management, Software Development, Solution Architecture, Enterprise Architecture, Stage-Gate, Transfer Pricing, Workflow, Graphic Design, Software Design, Data Integration, Oracle, Oracle E-Business Suite, Oracle HR, Hyperion Planning, Essbase, Letters of Credit, IBM Content Manager, IBM Websphere Commerce, Servlets, Agile & Waterfall...
Education
ESMOD École Supérieure des Arts et techniques de la Mode 1991 — 1993
Design
Savannah College of Art and Design 1990 — 1991
Illustration, Design
Saint (St.) Andrew's School - Boca Raton, FL 1988 — 1990
High School
Hopewell Valley Central High School 1986 — 1988
High School
The Pennington School 1983 — 1986
Middle School
Western Union 2012 - 2013
Western Union 2010 - 2012
Western Union 2006 - 2009
Emergency University 2005 - 2006
Wells Fargo 2004 - 2005
Skills
Advertising, Business Development, Leadership, Customer Service, Marketing, Spanish, Management, Marketing Strategy, Direct Marketing, Marketing Communications, Budgets, Training, Marketing Research, Product Marketing, Market Research, Teamwork, Marketing Management, Strategy, Integrated Marketing, Product Management, Online Advertising, Business Planning, Event Planning, Digital Marketing, Project Management, Entrepreneurship, Event Management, Brand Management
Education
San Francisco State University 2013 — 2014
Social Media Marketing Certificate
Nova Southeastern University 2007 — 2009
MBA, Business Administration and Management, General
ESIC: Business & Marketing School 2003 — 2003
International Marketing Certification
Florida Atlantic University 2001 — 2003
BBA, Marketing & Management
PNC September 2011 - Present
PNC 2011 - 2013
Regions Bank November 2007 - September 2011
Wells Fargo 2006 - 2007
Skills
Loans, Mortgage Lending, Financial Services, Banking, Consumer Lending, Retail Banking, Cross Selling, Cash Management, Finance, Relationship Management
Education
Erie Community College 1987 — 1992
Associates, Business Administration
Cardinal O'hara 1984 — 1987
Wells Fargo September 2011 - Present
Wells Fargo June 2004 - September 2011
Education
Emory University 2000 — 2004
BBA, Finance, Marketing
Western Payments Alliance February 2015 - Present
UMB Bank September 2014 - Present
UMB Bank May 2011 - September 2014
UMB Bank November 2005 - May 2011
Wells Fargo 2000 - 2005
Wells Fargo 1995 - 2000
Skills
Business Strategy, Team Leadership, Growing Revenue, Sales Management, Associate Engagement, Strategic Planning, Leadership, Strategy, Leadership Development, Marketing Strategy, Credit, Consumer Lending, Financial Analysis, Customer Experience, Executive Management, Business Development, Pricing, New Business Development, Banking, Strategic Partnerships, Management, Marketing, Loans, Investments, Sales Operations, Portfolio Management, Financial Services, Recruiting, Small Business Lending, Small Business, Commercial Lending, Relationship Management, Mortgage Lending, Finance, Lines Of Credit, Retail Banking, Risk Management
Education
University of Denver - Daniels College of Business 2010 — 2011
Executive MBA, Leadership, Marketing & Management
Erskine College 1991 — 1995
B.A., Business Admin & French
Wells Fargo May 2015 - Present
TIAA-CREF October 2012 - February 2015
TIAA-CREF April 2012 - March 2013
Wells Fargo August 2011 - March 2012
TIAA-CREF July 2006 - May 2011
Cigna November 2002 - April 2006
Cigna May 1997 - November 2002
Skills
Business Analysis, Project Management, Building Relationships, Project Implementation, Change Management, Process Improvement, MS Project, PMP, User Acceptance Testing, Quality Assurance, Visio, Requirements Analysis, PMO, SDLC, SharePoint, Analysis, Project Planning, Governance, Access, Training, Databases, Cross-functional Team..., Program Management, Testing
Education
University of North Carolina at Charlotte 2008 — 2008
2008, Certified Business Analyst
Erie Community College 1990 — 1992
EDUCATIONAssociates of Science, Business Administration
State University of New York College at Buffalo 1987 — 1992
Economics
International Institute of Business Analysis
Wells Fargo May 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo Capital Finance April 2014 - January 2015
Wells Fargo Capital Finance October 2011 - March 2014
Thrive Networks April 2011 - October 2011
Thrive Networks June 2010 - May 2011
Skills
Salesforce.com
Education
Endicott College 2006 — 2010
Bachelor of Science, Business Management
South Hadley High School 2002 — 2006
High School
Wells Fargo April 2015 - Present
Wells Fargo February 2013 - April 2015
Platinum Partners Hedge Fund February 2012 - January 2013
JP Morgan Chase November 2010 - February 2012
Yext January 2010 - October 2010
Jefferies Group June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Hedge Funds, Sales, Investment Strategies, Financial Analysis, PowerPoint, Microsoft Excel, Business Development, Reuters, Building Relationships, Long-term Customer..., Business Relationship..., Qualitative Research, Market Research, Quantitative Research, Cashflow Analysis, Equity Valuation, Fixed Income, Fixed Income Portfolio..., Capital Raising
Education
Emory University - Goizueta Business School 2007 — 2009
BBA, Finance
Emory University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
LoanLogics, Inc. August 2014 - Present
American Mortgage Consultants, Inc. January 2014 - March 2015
CoreLogic July 2013 - January 2014
Opus CMC May 2012 - July 2013
Wells Fargo February 2012 - May 2012
Bank of America September 2010 - February 2012
Watson Realty Corp October 2008 - September 2010
Skills
Short Sales, Investment Properties, Real Estate, Mortgage Underwriting, Due Diligence, Customer Service, Referrals, FHA, Compliance, Forensic Analysis, Fraud, Foreclosures, HUD, Bankruptcy, Microsoft Office, Microsoft Excel, Fannie Mae, FHLMC, Research, Outlook, AS400 system, Finance, Credit, Loans, Mortgage Lending
Education
Erie Community College 2003 — 2004
Computer Information
Iroquois High School 1999 — 2002
Distinctive Regions High School Diploma
Fidelity Bank 2012 - Present
Wells Fargo January 2008 - September 2012
Wells Fargo January 2007 - January 2008
Wells Fargo Home Mortgage January 2002 - January 2007
GREENPOINT MORTGAGE FUNDING, INC January 1999 - January 2002
Skills
Mortgage Banking, PowerPoint, Negotiation, Outlook, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Budgets, Residential Homes, Short Sales, First Time Home Buyers, Foreclosures, Relocation, REO, Investors, Real Estate Transactions, New Home Sales, Team Building, FHA financing, USDA Rural Housing, HomePath, Super Jumbo, Adjustable, Fixed Rate Mortgages, HMDA, Underwriting, Loss Mitigation, Loans
Education
Emory University
Six Sigma Greenbelt
Boys Arnold & Company February 2008 - Present
SunTrust Bank 2004 - 2008
Wells Fargo 1993 - 2004
Skills
Series 7, Wealth Management, Estate Planning, Insurance, Strategic Financial..., Portfolio Management, Financial Analysis, Investments, High Net Worth..., Financial Modeling, Banking, Investment Management, Asset Managment, Wealth Management..., Financial Services, Credit, Alternative Investments, Asset Allocation, Risk Management, Investment Advisory
Education
Emory University - Goizueta Business School
Bachelor of Business Administration (BBA), Accounting
Wells Fargo January 1984 - Present
Bank of America (Landmark Bank) March 1982 - January 1984
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Alternative Investments, Investment Advisory, Asset Managment, Investment Management, Wealth Management..., Investment Strategies, Asset Management
Education
Endicott College
EY August 2014 - Present
EY January 2013 - March 2013
Wells Fargo June 2012 - September 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2014
Master in Professional Accounting
ESCP Europe 2013 — 2013
Accounting
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA)
BankUnited July 2010 - Present
Wells Fargo May 2009 - July 2010
SunTrust Bank April 2001 - April 2009
Education
Emory University 1994 — 1995
MBA
Emory University - Goizueta Business School 1994 — 1995
MBA, Business Administration
Wells Fargo June 2014 - August 2014
BrightWire Inc. October 2012 - April 2013
BrightWire Inc. April 2011 - October 2012
Haverford College January 2011 - April 2011
Skills
Research, French, Management, Marketing, Event Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
Haverford College 2006 — 2010
B.S
ESSEC Business School
Study Abroad
Université Denis Diderot (Paris VII)
Study Abroad
Wells Fargo October 2007 - Present
Wachovia Bank, NA March 2007 - November 2007
Wachovia Bank, NA December 1994 - February 2007
Skills
Data Mapping, Full SDLC, SDLC, Requirements Gathering, Mainframe, Business Requirements, DB2, Software Project...
Education
Erie Community College 1981 — 1986
Computer Science, Programming
Erie Community College 1977 — 1979
A.A.S., General Studies
Citizens Financial Group, Inc. May 2015 - Present
Pena Madridsta Boston March 2014 - Present
Citizens Financial Group, Inc. February 2014 - November 2014
John Hancock Financial Services October 2011 - June 2013
Wells Fargo May 2011 - September 2011
Tufts Health Plan January 2011 - April 2011
State Street February 2010 - March 2010
State Street June 2008 - July 2009
Fisher College September 2007 - December 2007
Skills
Customer Service, Call Centers, Microsoft Excel, Microsoft Office, Software Documentation, PowerPoint, Office Management, Long Term Care Insurance, Office Administration, Data Entry, Microsoft Word, Outlook, Teamwork, Time Management, Insurance, Clerical Skills, General Office Duties, Claim Analysis, Call Center, FileNet, Remedy, Technical Issues, RACF, Rumba, SharePoint, Binders, Sorting, LifePro, Scanners, FileMaker, Highly detail oriented, Project Delivery, Citrix, Mainframe, Validation, Oracle E-Business Suite, Event Planning
Education
Endicott College 2012 — 2014
Master of Business Administration (M.B.A.), Operations Management
Fisher College 2004 — 2008
Bachelor of Science (BS), Business Management
Malden Catholic High School 2000 — 2004
High School Diploma
Wells Fargo October 2010 - Present
Wells Fargo July 2006 - September 2010
Wells Fargo June 2005 - June 2006
Emory University Annual Fund September 2001 - May 2005
Skills
Analysis, Forecasting, Finance, Mergers & Acquisitions, Management, Program Management, Training, Budgets, Marketing, Financial Analysis, Human Resources, Financial Services, Leadership
Education
Emory University 2001 — 2005
B.A., Economics, International Studies
NewBridge Bank January 2015 - Present
certusBANK August 2011 - January 2015
TD Bank Group November 2009 - August 2011
SunTrust Bank May 2004 - November 2009
Wells Fargo May 1985 - April 2004
Skills
Credit, Commercial Banking, Loans, Banking, Wealth Management, Commercial Lending, Underwriting, Business Analysis, Relationship Management, Small Business Lending, Credit Analysis, Portfolio Management, Cash Management, Credit Risk, Management
Education
University of South Carolina-Columbia 1984 — 1987
Completed 15 hours, MBA
Erskine College 1978 — 1982
Bachelor of Science, Business Administration
Retired and enjoying Life. 2011 - Present
Wells Fargo November 2007 - March 2011
Omni Resources November 1996 - October 2007
BNSF Railway January 1987 - September 1996
CENEX/Land O' Lakes May 1982 - December 1986
Education
University of Colorado at Boulder 1967 — 1968
MBA, Accounting
Emporia State University 1962 — 1966
BS, Accounting
Credit Suisse 2010 - Present
Banco de Credito Centroamericano August 2006 - August 2008
Washington Mutual Bank November 2004 - August 2006
Wells Fargo October 2002 - October 2004
Education
ESADE Business School 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Synthomer 2012 - Present
Outcomes Health Information Solutions September 2010 - August 2012
Wells Fargo December 2009 - July 2010
C.H. Robinson Worldwide, Inc. November 2007 - June 2009
CorpLogoWare December 2004 - May 2005
Skills
Analytics, Financial Accounting, Revenue Analysis, Forecasting, Sales, Customer Service, Customer Retention, Customer Acquisition, Customer Analysis, Contract Negotiation, Dispatching, Office Administration, Microsoft Office, Microsoft SQL Server, QuickBooks, Adobe Acrobat, Photoshop
Education
Emory University
Bachelor of Arts (B.A.), Financial Economics
Wells Fargo December 1990 - Present
Skills
Treasury Management, Loans, Cross Selling, Banking, Credit, Financial Analysis, Investments, Commercial Lending, Commercial Banking, Cash Management, Finance
Education
University of Colorado at Denver 1996 — 1999
Master of Business Administration (MBA), Finance, General
Emory University 1986 — 1990
Bachelor of Arts (BA), Economics
High School
Wells Fargo September 2014 - Present
Liberty Tax Service of Enterprise, AL January 2014 - April 2014
Planet Cellular, Inc. July 2007 - October 2012
Skills
Financial Analysis, Accounting, Management, Finance, Customer Service, Cash Management, Financial Accounting, QuickBooks, Accounts Payable, Budgets, Account Management, Cold Calling, Customer Satisfaction, Direct Sales, Sales, Sales Management, Sales Operations, Sales Process, Telecommunications, Wireless
Education
Enterprise State Community College 2013 — 2015
Associate's degree, Business Administration, Accounting, Second Year
CIFC Asset Management September 2013 - Present
Wells Fargo Securities October 2011 - August 2013
Wells Fargo July 2009 - October 2011
Skills
Investment Banking, Valuation, Financial Modeling, Credit Analysis, Alternative Investments, Private Equity, Investments, Corporate Finance, Venture Capital, Emerging Markets, Capital Markets, Underwriting, International..., Field Work, Portfolio Management, Fixed Income, Loan Origination, Equity Research
Education
Emory University - Goizueta Business School 2005 — 2009
Bachelor of Business Administration and Bachelor of Arts, Finance, Accounting, and English
Wells Fargo April 2005 - Present
Wells Fargo June 1999 - April 2005
Morgan Stanley May 1998 - June 1999
Macy's November 1988 - May 1998
Education
Towson University 1992 — 1996
Bachelor of Science, Business Administration with a Minor in Politcal Science
Essex Community College 1991 — 1992
Associate's Degree
Johnson Sales Company 2006 - Present
Carnival Cruise Lines August 2004 - October 2006
Wells Fargo April 2004 - June 2006
Skills
Customer Service, Sales Management, Account Management, Microsoft Office, Sales, Strategic Planning, Negotiation, Microsoft Excel, B2B, Team Building, Solution Selling, Marketing Strategy, Microsoft Word, Direct Sales
Education
Essex County College 1981 — 1982
Special program , Prep-College, Non-Professional General Legal Studies (Undergraduate)
Barringer High School, Newark , New Jersey 1979 — 1982
High School Diploma
Wells Fargo February 2013 - Present
Bank of America April 2012 - February 2013
Bank of America December 2010 - May 2012
Education
University of New Orleans 2005 — 2006
BS, Finance and Business Administration
Escuela Superior Politécnica del Litoral 2002 — 2004
Economist, Finance
Goldman Sachs September 2008 - Present
Portledge School July 2010 - June 2015
Lehman Brothers August 2004 - August 2008
Wells Fargo September 2002 - July 2004
Skills
Due Diligence, Series 63, Investments, Series 7, Equities, Venture Capital, Entrepreneurship, Capital Markets, Investment Banking, Trading, Fixed Income, Valuation, Corporate Development, Mergers & Acquisitions, Financial Analysis, Private Placements, Financial Structuring, Options, Finance
Education
Emory University - Goizueta Business School 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Portledge School 1993 — 1998
SunTrust Mortgage December 2012 - Present
Ratner Companies 2009 - 2013
Wells Fargo June 1998 - August 2012
Education
Empire Beauty School-Manhattan 1907 — 2008
Cosmetology, Barber/Styling, and Nail Instructor
American Credit Acceptance March 2011 - Present
Wells Fargo June 2009 - February 2011
Education
Erskine College 2005 — 2009
Bachelor of Science (BS), Business Management
Sold Out Solutions, LLC July 2014 - Present
Wells Fargo 2013 - July 2014
Wells Fargo 2012 - 2013
Wells Fargo 2010 - 2012
Wachovia Bank 2008 - 2010
SunTrust Robinson Humphrey May 2007 - August 2007
EVE Partners LLC May 2006 - August 2006
Skills
Commodity Risk..., Trading, Derivatives, Hedging, Options, Swaps, Futures, Swaptions, Oil & Gas Industry, Energy Risk Management, Ethane, Propane, Butane, Natural Gasoline, Jet Fuel, Diesel, Heating Oil, Gasoline, Ethylene, Polyethylene, Dodd-Frank, Volcker Rule, Principal Component..., Statistical Modeling, Microsoft Excel, Visual Basic, SQL, Endur, Bloomberg
Education
Emory University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, Economics
Wells Fargo April 2012 - Present
Wells Fargo January 2010 - April 2012
Wells Fargo January 2005 - January 2010
Federal Home Loan Bank of Chicago July 2003 - January 2005
FleetBoston Financial September 2000 - April 2002
State Street April 1999 - September 2000
Education
The University of Chicago 2002 — 2003
Master of Science in Financial Mathematics
Thunderbird School of Global Management 1995 — 1997
MBA in International Management
Emory University 1990 — 1994
Bachelor of Arts (B.A.), International Studies